Welltower Inc.
US ˙ NYSE ˙ US95040Q1040

SecurityWELL / Welltower Inc.
InstitutionTruist Financial Corp
Latest Disclosed Ownership65,089 shares
Latest Disclosed Value $ 12,868,666
Truist Financial Corp reports 7.11% decrease in ownership of WELL / Welltower Inc.

On April 27, 2026 - Truist Financial Corp filed a 13F-HR form disclosing ownership of 65,089 shares of Welltower Inc. (US:WELL) valued at $12,868,746 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 70,074 shares of Welltower Inc.. This represents a change in shares of -7.11% during the quarter. The current value of the position is $12,991,114 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-27 2026-03-31 13F WELLTOWER COM 95040Q104 65,089 -4,985 -7.11 12,869 -1.06 0.0173
2026-02-02 2025-12-31 13F WELLTOWER COM 95040Q104 70,074 19,100 37.47 13,006 43.24 0.0173
2025-11-03 2025-09-30 13F WELLTOWER COM 95040Q104 50,974 1,062 2.13 9,081 18.35 0.0123
2025-07-18 2025-06-30 13F WELLTOWER COM 95040Q104 49,912 4,135 9.03 7,673 9.40 0.0112
2025-04-29 2025-03-31 13F WELLTOWER COM 95040Q104 45,777 10,336 29.16 7,013 57.03 0.0112
2025-01-31 2024-12-31 13F WELLTOWER COM 95040Q104 35,441 2,274 6.86 4,467 5.18 0.0070
2024-11-13 2024-09-30 13F WELLTOWER COM 95040Q104 33,167 -23,856 -41.84 4,246 -28.57 0.0067
2024-08-21 2024-06-30 13F WELLTOWER COM 95040Q104 57,023 -4,094 -6.70 5,945 4.10 0.0090
2024-05-13 2024-03-31 13F WELLTOWER COM 95040Q104 61,117 -2,647 -4.15 5,711 -0.68 0.0086
2024-02-02 2023-12-31 13F WELLTOWER COM 95040Q104 63,764 -1,448 -2.22 5,750 7.62 0.0091
2023-11-14 2023-09-30 13F WELLTOWER COM 95040Q104 65,212 -3,091 -4.53 5,342 -3.29 0.0089
2023-08-01 2023-06-30 13F WELLTOWER COM 95040Q104 68,303 -3,024 -4.24 5,525 8.04 0.0092
2023-05-05 2023-03-31 13F WELLTOWER COM 95040Q104 71,327 -11,165 -13.53 5,113 -5.44 0.0088
2023-02-17 2022-12-31 13F WELLTOWER COM 95040Q104 82,492 -1,564 -1.86 5,407 0.00 0.0095
2022-10-26 2022-09-30 13F WELLTOWER COM 95040Q104 84,056 914 1.10 5,407 -21.04 0.0104
2022-07-22 2022-06-30 13F WELLTOWER COM 95040Q104 83,142 -8,207 -8.98 6,848 -22.02 0.0126
2022-04-22 2022-03-31 13F WELLTOWER COM 95040Q104 91,349 -17,414 -16.01 8,782 -5.85 0.0139
2022-02-14 2021-12-31 13F WELLTOWER COM 95040Q104 108,763 -6,350 -5.52 9,328 -1.66 0.0142
2021-11-05 2021-09-30 13F WELLTOWER COM 95040Q104 115,113 -18,220 -13.67 9,485 -14.40 0.0156
2021-08-16 2021-06-30 13F WELLTOWER COM 95040Q104 133,333 -116 -0.09 11,080 15.91 0.0181
2021-05-17 2021-03-31 13F WELLTOWER COM 95040Q104 133,449 -3,352 -2.45 9,559 8.13 0.0166
2021-11-19 2020-12-31 13F/A-1 WELLTOWER COM 95040Q104 136,801 -17,374 -11.27 8,840 4.06 0.0169
2021-02-18 2020-12-31 13F WELLTOWER COM 95040Q104 182,896 28,721 11,819 0.0220
2021-11-05 2020-09-30 13F/A-1 WELLTOWER COM 95040Q104 154,175 -30,577 -16.55 8,495 -11.16 0.0186
2020-11-13 2020-09-30 13F WELLTOWER COM 95040Q104 152,997 -30,577 8,430 0.0182
2021-11-16 2020-06-30 13F/A-1 WELLTOWER COM 95040Q104 184,752 -233,297 -55.81 9,562 -50.04 0.0215
2020-08-14 2020-06-30 13F WELLTOWER COM 95040Q104 183,574 -234,475 9,501 0.0211
2021-11-05 2020-03-31 13F/A-1 WELLTOWER COM 95040Q104 418,049 -89,232 -17.59 19,138 -53.87 0.0504
2020-05-15 2020-03-31 13F WELLTOWER COM 95040Q104 416,871 -89,232 19,084 0.0498
2021-11-16 2019-12-31 13F/A-1 WELLTOWER COM 95040Q104 507,281 460,126 975.77 41,485 870.64 0.0843
2020-02-14 2019-12-31 13F WELLTOWER COM 95040Q104 506,103 458,948 41,389 0.0834
2019-10-31 2019-09-30 13F WELLTOWER COMMON STOCK 95040Q104 47,155 -490 -1.03 4,274 10.04 0.0734
2019-07-24 2019-06-30 13F WELLTOWER COMMON STOCK 95040Q104 47,645 -29 -0.06 3,884 4.97 0.0673
2019-04-23 2019-03-31 13F WELLTOWER COMMON STOCK 95040Q104 47,674 676 1.44 3,700 13.39 0.0661
2019-01-22 2018-12-31 13F WELLTOWER COMMON STOCK 95040Q104 46,998 -3,746 -7.38 3,263 -0.03 0.0669
2018-10-17 2018-09-30 13F WELLTOWER COMMON STOCK 95040Q104 50,744 -1,144 -2.20 3,264 0.34 0.0587
2018-07-26 2018-06-30 13F WELLTOWER COMMON STOCK 95040Q104 51,888 -4,162 -7.43 3,253 6.62 0.0619
2018-04-20 2018-03-31 13F WELLTOWER COMMON STOCK 95040Q104 56,050 -910 -1.60 3,051 -16.02 0.0582
2018-01-29 2017-12-31 13F WELLTOWER COMMON STOCK 95040Q104 56,960 86 0.15 3,633 -9.11 0.0679
2017-10-23 2017-09-30 13F WELLTOWER COMMON STOCK 95040Q104 56,874 -747 -1.30 3,997 -7.35 0.0776
2017-07-20 2017-06-30 13F WELLTOWER COMMON STOCK 95040Q104 57,621 94 0.16 4,314 5.89 0.0855
2017-04-28 2017-03-31 13F WELLTOWER COMMON STOCK 95040Q104 57,527 -11,320 -16.44 4,074 -11.59 0.0819
2017-02-02 2016-12-31 13F WELLTOWER COMMON STOCK 95040Q104 68,847 4,242 6.57 4,608 -4.62 0.0941
2016-11-01 2016-09-30 13F WELLTOWER COMMON STOCK 95040Q104 64,605 6,049 10.33 4,831 8.32 0.0993
2016-08-01 2016-06-30 13F WELLTOWER COMMON STOCK 95040Q104 58,556 4,585 8.50 4,460 19.16 0.0937
2016-05-05 2016-03-31 13F WELLTOWER COMMON STOCK 95040Q104 53,971 1,974 3.80 3,743 5.82 0.0968
2016-01-28 2015-12-31 13F WELLTOWER COMMON STOCK 95040Q104 51,997 -419 -0.80 3,537 -0.34 0.0917
2015-11-04 2015-09-30 13F WELLTOWER COMMON STOCK 95040Q104 52,416 52,416 3,549 0.0922
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.